Editing datasets from documents

You can change the report settings of a dataset while working in the Document Editor. When you edit a dataset in this manner, the Report Editor is invoked. Changes that you make to the dataset are not reflected in the document until you close and re-open the document. Changes that you make to an Intelligent Cube are not reflected in the document until you republish the Intelligent Cube, and close and re-open the document.

Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the document. For example, if an object referenced by a document's data field is removed from the report, the data field becomes static text when the document PDF is created.

To edit a dataset from a document

1. Open a document in the Document Editor. (How?)

2. If the Datasets pane is not displayed, click Datasets at the bottom of the panel on the left. If the panel is not displayed at all, select Datasets from theViewmenu.

3. Right-click the dataset to edit and select Edit. A message displays reminding you that changes made to the dataset are not reflected in the document until you close and re-open the document. You can select Don't show this message next time to disable this message.

   The Report Editor opens.

   You can enable the message again by following these steps:

   1. From MicroStrategy Developer, select Developer Preferences from the Tools menu.

   2. In the category list on the left, expand Optional Actions.

   3. Select the Warn on editing dataset/cube check box.

   4. Click OK to return to MicroStrategy Developer.

4. Make any necessary changes, then save and close the report. You are returned to the Document Editor.

   For instructions to edit a report, see Designing reports.